How to Cancel SaaS Sub-Account For Your Client?

This comprehensive guide provides all the necessary steps to cancel SaaS-enabled sub-accounts. It includes detailed instructions on how to cancel a client's SaaS sub-account and the process to allow them to cancel their SaaS subscription through your Agency. Step 1: Cancel the SaaS Account on Behalf of Your Client Start by accessing your client's sub-account. Navigate to the "Settings" section, then proceed to the "Company Billing" area, both of which are located in the left-hand menu. While in this section, review the wallet for any credits that are not complimentary. If you find non-complementary credits, it's essential to issue refunds through your Stripe account. To determine the type of wallet credits (whether complimentary or non-complimentary), go to "Sub-account Settings" > "Company Billing" > "See Details" under Transaction History. Step 2: Disable SaaS Mode From the Agency view, go to the "Sub Accounts" section in the left-hand menu. Find the sub-account you wish to cancel, and click on its name to view the details.  Important Note: Before disabling SaaS, we highly recommend exporting all transaction records. Once SaaS Mode is turned off, all transaction and wallet histories will be permanently erased. Step 3: Choose to Retain Data or Delete the Sub-account Your decision here will depend on your specific needs. If you wish to keep the client's data after canceling the SaaS subscription, select the "Pause Sub Account" option from the "Actions" dropdown menu in the upper right corner. This action will preserve the sub-account, and when the client logs in, they will be prompted to resubscribe.   If retaining their data is not necessary, you can proceed to delete the sub-account.   These straightforward, professional steps will guide you through the process of canceling a client's SaaS account while allowing you the flexibility to manage data retention according to your preferences.